Client Service Associate
Judy brings almost three decades of experience within the financial industry and is the foundation of service for our team.
Judy is responsible for managing the day-to-day administration of client households and is generally the first point of contact when calling our team. Her responsibilities include updating client documents and records, fielding tax reporting inquiries, and other operational and administrative needs. Judy is instrumental in managing our client communication efforts. She facilitates the delivery of information, schedules client review meetings, and maintains our team's growing involvement in multiple social media platforms.
When Judy is not at work, you will often find her with her family, including her husband, William, and their four adult children. Judy enjoys reading, antiquing, and spending time with her beloved pets - three dogs and three cats – and resides in Chester, Virginia.